+428.4%
WCC vs CLBK
+60.9%
+367.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.3% |
| 7D | +9.9% | +0.9% | +9.1% | +9.4% |
| 30D | -8.4% | +3.4% | -11.9% | -10.7% |
| 3M | -10.3% | -4.3% | -6.1% | -8.2% |
| 6M | -10.5% | +28.4% | -38.8% | -25.7% |
| YTD | +32.2% | +59.4% | -27.2% | -6.0% |
| 1Y | +25.5% | +64.8% | -39.3% | -13.0% |
| 3Y | +134.7% | +50.6% | +84.1% | +68.0% |
| 5Y | +139.9% | +28.3% | +111.6% | +69.2% |
| All | +428.4% | +60.9% | +367.5% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CLBK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling